Allstate Financial Advisors, LLC

Investment Advisor
in Grayson, GA

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About this Advisor

Neetaben Patel is a financial advisor operating out of Grayson, Georgia with 4 years of industry experience. Patel is currently employed by Allstate Financial Advisors, LLC. Patel has gained experience at Harbor Financial Services, LLC and Allstate Insurance Co. Patel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Allstate Financial Advisors, LLC is a financial advisory business headquartered in Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It manages $29 million in assets between its 139 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Selection of other advisers

Fee Structure


Office Location

Grayson, GA

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management


GA Average: $1,978,216,465
Total Number of Employees


GA Average: 226
Total Number of Accounts


GA Average: 7,467
Average Account Size


GA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Neetaben Patel Work History

Neetaben has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Allstate Insurance Co

2013 - 2018 (5 years)

Harbor Financial Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Neetaben Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Melissa Shanhouse
Tyler, TX
Marty Martinez
Las Vegas, NV
Joseph Mcdonough
Las Vegas, NV
Benjamin Alcid
Rockville, MD
Gary Porfert
Denton, TX
Roosevelt Elivert
Glen Burnie, MD
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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